Ifp Advisors, Inc Ishares Tr Core Conservative A Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,417 shares of AOK stock, worth $204,166. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,417

Previous 5,472 1.01%

Holding current value

$204,166

Previous $201,000 0.5%

% of portfolio

0.01%

Previous 0.01%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$35.66 - $37.13 $1,961 - $2,042	-55 Reduced 1.01%	5,417 $200,000
Q1 2024 Jul 30, 2024	BUY	$35.65 - $36.85 $1,925 - $1,989	54 Added 1.0%	5,472 $201,000
Q4 2023 Jan 09, 2024	SELL	$33.17 - $36.3 $136,295 - $149,156	-4,109 Reduced 43.13%	5,418 $195,000
Q3 2023 Oct 12, 2023	SELL	$33.87 - $35.64 $97,511 - $102,607	-2,879 Reduced 23.21%	9,527 $323,000
Q2 2023 Aug 04, 2023	BUY	$34.52 - $35.41 $141,048 - $144,685	4,086 Added 49.11%	12,406 $437,000
Q1 2023 Apr 18, 2023	SELL	$33.78 - $35.5 $26,213 - $27,548	-776 Reduced 8.53%	8,320 $290,000
Q4 2022 Feb 07, 2023	SELL	$32.15 - $34.82 $71,823 - $77,787	-2,234 Reduced 19.72%	9,096 $316,000
Q3 2022 Nov 08, 2022	SELL	$32.47 - $35.96 $20,326 - $22,510	-626 Reduced 5.24%	11,330 $394,000
Q2 2022 Sep 06, 2022	BUY	$33.89 - $37.78 $405,188 - $451,697	11,956 New	11,956 $415,000
Q2 2022 Aug 12, 2022	SELL	$33.89 - $37.78 $405,188 - $451,697	-11,956 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$36.82 - $39.84 $71,872 - $77,767	-1,952 Reduced 14.04%	11,956 $450,000
Q1 2022 Aug 08, 2022	BUY	$36.82 - $39.84 $38,955 - $42,150	1,058 Added 8.23%	13,908 $523,000
Q4 2021 Jan 12, 2022	BUY	$39.36 - $40.4 $131,383 - $134,855	3,338 Added 35.09%	12,850 $517,000
Q3 2021 Oct 06, 2021	BUY	$39.5 - $40.38 $87,097 - $89,037	2,205 Added 30.18%	9,512 $375,000
Q2 2021 Jul 13, 2021	BUY	$38.82 - $39.8 $203,300 - $208,432	5,237 Added 253.0%	7,307 $291,000
Q1 2021 Apr 30, 2021	SELL	$38.23 - $39.22 $1.03 Million - $1.06 Million	-26,975 Reduced 92.87%	2,070 $80,000
Q4 2020 Jan 25, 2021	BUY	$36.77 - $38.75 $1.04 Million - $1.09 Million	28,222 Added 3429.16%	29,045 $1.12 Million
Q3 2020 Oct 29, 2020	BUY	$36.38 - $37.99 $181 - $189	5 Added 0.61%	823 $31,000
Q2 2020 Aug 05, 2020	SELL	$33.39 - $36.73 $5,609 - $6,170	-168 Reduced 17.04%	818 $30,000
Q1 2020 May 12, 2020	BUY	$31.52 - $36.94 $17,682 - $20,723	561 Added 132.0%	986 $34,000
Q3 2019 Nov 07, 2019	SELL	$35.05 - $35.73 $79,738 - $81,285	-2,275 Reduced 84.26%	425 $15,000
Q4 2018 Jan 23, 2019	SELL	$32.37 - $34.17 $75,648 - $79,855	-2,337 Reduced 46.4%	2,700 $88,000
Q3 2018 Oct 25, 2018	SELL	$33.73 - $34.38 $6,745 - $6,876	-200 Reduced 3.82%	5,037 $0
Q2 2018 Aug 07, 2018	SELL	$33.85 - $34.34 $10,155 - $10,302	-300 Reduced 5.42%	5,237 $0
Q1 2018 Jun 03, 2019	SELL	$33.85 - $35.24 $23,931 - $24,914	-707 Reduced 11.32%	5,537 $192,000
Q1 2018 May 09, 2018	BUY	$33.85 - $35.24 $23,931 - $24,914	707 Added 12.77%	6,244 $0
Q4 2017 Jan 24, 2018	SELL	$34.41 - $34.85 $539,101 - $545,994	-15,667 Reduced 73.89%	5,537 $0
Q3 2017 Oct 30, 2017	BUY	$34.35 - $34.48 $197,443 - $198,191	5,748 Added 37.19%	21,204 $731,000
Q2 2017 Jun 03, 2019	SELL	N/A	-100 Reduced 0.64%	15,456 $525,000
Q1 2017 Jun 03, 2019	BUY	N/A	2,578 Added 19.86%	15,556 $518,000
Q4 2016 Jun 03, 2019	BUY	N/A	8,915 Added 219.42%	12,978 $422,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,363 Added 50.48%	4,063 $133,000
Q1 2016 Jun 03, 2019	BUY	N/A	2,700	2,700 $90,000

Others Institutions Holding AOK

# of Institutions

169

Shares Held

5.26M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

More about AOK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account